Professional Advisers

Fund Manager Videos

Disclaimer

Important notice This presentation is the property of Liontrust Investment Partners LLP (“LIP”), authorised and registered by the Financial Services Authority, and is strictly confidential. Its information is intended for evaluation purposes only, with no licence to use the content or materials within. On receiving this presentation, the recipient acknowledges and agrees not to copy, fax, reproduce, divulge or distribute this confidential presentation, in whole or in part, without the express written consent of LIP. This presentation in no way constitutes an offer to sell, nor a solicitation to purchase securities in any company or investment product.

This presentation is for professional advisers and existing investors only. Investors should not purchase any Funds referred to in this presentation except on the basis of information contained in a prospectus that is published and available on www.liontrust.co.uk. We recommend that investors who are not professionals should contact their professional adviser. 

The value of units/shares in a Fund and the income generated from these can fall as well as rise and are not guaranteed; investors may not get back the amount originally subscribed. Past performance is not a guide to future performance. Investment in the Funds carries the risk of potential total loss of capital. The issue of units/shares may be subject to an initial charge, which will have an impact on the realisable value of the investment, particularly in the short term. Equity investment should always be considered as long term. The information and analysis contained in this presentation is believed to be accurate at the date of release but it is subject to change without notice.

The Prospectus or Simplified Prospectus for Liontrust’s Funds are available direct from Liontrust or from our website, www.liontrust.co.uk

 
Liontrust – Europe: We see it differently
2012.05
 
James Inglis-Jones, fund manager of the Liontrust European Growth Fund, discusses where we see investment opportunities in Europe that others don't.
 
 
 
Liontrust Investment Conference
2012.01
 
In January 2012, we held an Investment Conference giving professional intermediaries in the London area the opportunity to meet our fund managers and hear how they manage their portfolios, how their Funds are currently positioned and their outlook for 2012. Here you can see the highlights from that conference.
 
 
 
Liontrust UK Equity Funds
Anthony Cross 2012.01
 
Anthony explains how he and Julian Fosh made money in 2011 for all three UK equity funds they manage and how they aim to continue their strong performance through applying the Liontrust Economic Advantage process to the management of the funds.
 
 
 
Liontrust Asia Income Fund
Mark Williams 2012.01
 
Mark discusses why Asia is an attractive market for income investors and how he will exploit the opportunities through the Liontrust Asia Income Fund.
 
 
 
Liontrust Investment Conference – Economic Advantage
Anthony Cross 2012.01
 
Anthony Cross discusses the Economic Advantage at our annual Investment Conference in January 2012.
 
 
 
Liontrust Investment Conference – Emerging Markets
Eoghan Flanagan 2012.01
 
Eoghan Flanagan discusses the Emerging Markets Absolute Return Fund at our annual Investment Conference in January 2012.
 
 
 
Liontrust Investment Conference – Asia Income Fund
Mark Williams 2012.01
 
Mark Williams discusses the Asia Income Fund at our annual Investment Conference in January 2012.
 
 
 
Liontrust Investment Conference – Cashflow Solution
James Inglis-Jones 2012.01
 
James Inglis-Jones discusses the Cashflow Solution at our annual Investment Conference in January 2012.
 
 
 
Income Fund gains European Stocks
James Inglis-Jones 2011.09
 
James Inglis-Jones and Gary West have, for the first time, added seven continental European stocks to the Income Fund, comprising 17% of the portfolio. Watch the latest video to hear more about the companies selected and the decision making process.
 
 
 
Liontrust European Growth Portfolio Review
James Inglis-Jones 2011.05
 
Watch the latest video from James Inglis-Jones in which he reveals the new Liontrust European Growth portfolio following the annual review recently completed by James and Gary West.
 
 
 
Liontrust European Growth Fund Update
James Inglis-Jones 2011.05
 
The Fund has produced first decile performance since launch*. Hear James explain how he and Gary West maintain their performance using their investment process, The Liontrust Cashflow Solution.
(*Launch date 15.11.06. Source: Financial Express, total return, bid-to-bid as at 30.04.11)
 
 
Liontrust Investment Conference
2011.01
 
In January 2011, we held an Investment Conference giving professional intermediaries in the London area the opportunity to meet our fund managers and hear how they manage their portfolios, how their Funds are currently positioned and their outlook for 2011. Here you can see the highlights from that conference. For the full presentation given by each investment team please see below.
 
 
Profiting from Outstanding UK Companies
Anthony Cross 2011.01

Anthony's presentation is from our London Investment Conference which was held in January 2011.
 
 
Profiting from Hidden Value in Cash Flow across Different Fund Structures
James Inglis-Jones 2011.01

James' presentation is from our London Investment Conference which was held in January 2011.
 
 
Profiting from Clues Hidden in company cashflow
James Inglis-Jones 2010.11

The proprietary Liontrust Cashflow Solution investment process focuses on cash flow to identify companies that can surprise investors with their profits.  Join James Inglis-Jones as he explains how the process is applied to the Liontrust Income and European Growth Funds, where he and Gary West are currently finding investment opportunities and highlights some of the holdings in their portfolios.
 
 
Global Opportunities for world beating UK stocks
Anthony Cross 2010.11

The changing global economy presents significant opportunities for some companies. Anthony explains how world-beating UK companies, with intangible barriers to competition, are ideally positioned to take advantage of globalisation.
 
 
Profiting from outstanding UK companies
Anthony Cross 2010.11

Anthony discusses how he and co-manager Julian Fosh identify outstanding companies across a diverse range of industries that are delivering earnings and profits growth and where they see investment opportunities in the UK in this webcast aired on 10.11.10.
 
Hidden Alpha: The characteristics of mis-priced companies
Anthony Cross 2010.09

Anthony Cross faces questions from a panel of three top multi-managers as they search for Hidden Alpha. Anthony discusses how the Liontrust Economic Advantage investment process helps him and co-manager Julian Fosh to create alpha across their UK equity fund range.
 
Liontrust Income Fund Update (formerly First Income)
Gary West 2010.08

Gary explains how he and James Inglis-Jones have maintained top quartile performance since taking over management of the Liontrust Income Fund, where it fits within the market and the future for the equity income sector.
(*Manager inception 25.03.09. Source: Financial Express, total return, bid-to-bid as at 31.08.10)
 
The Liontrust Economic Advantage
Anthony Cross & Julian Fosh. 2010.03

Anthony Cross and Julian Fosh describe how they find world beating businesses with strong barriers to competition and pricing power that allow them to find real value in UK equities.
Liontrust Income Fund (formerly First Income)
James Inglis-Jones. 2010.03

James Inglis-Jones discusses the dividend prospects for Liontrust Income Fund a year after he and comanager Gary West took over management of the portfolio.
The Liontrust Cashflow Solution
James Inglis-Jones. 2010.03

James Inglis-Jones discusses how he and co-manager Gary West have applied their investment process, The Liontrust Cashflow Solution to the Liontrust Income Fund (formerly First Income) portfolio.